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Account management representative skills for your resume and career

Updated January 8, 2025
4 min read
Account management representative example skills
Below we've compiled a list of the most critical account management representative skills. We ranked the top skills for account management representatives based on the percentage of resumes they appeared on. For example, 21.3% of account management representative resumes contained customer service as a skill. Continue reading to find out what skills an account management representative needs to be successful in the workplace.

15 account management representative skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how account management representatives use customer service:
  • Manage severely delinquent charged off auto accounts while utilizing collection tools and procedures to resolve serious collection and customer service problems.
  • Answered telephone calls regarding inquiries about requesting medical records and forwarded phone calls regarding other customer service matters to other departments.

2. Medical Terminology

Here's how account management representatives use medical terminology:
  • Reached level two position with advancements in medical terminology education for better customer relations.
  • Used knowledge of medical terminology, diagnoses and procedural codes to obtain data from database.

3. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how account management representatives use data entry:
  • Performed identification and data entry of referral requests.
  • Controlled the identification and data entry of referral requests into the UM system in accordance with the plan certificate.

4. Patients

Here's how account management representatives use patients:
  • Maintained effective communication and coordination between doctor's office, insurance companies, patients and medical delivery.
  • Enhanced the insurance verification process to ensure accurate benefits quoted to patients, therapist and management.

5. Inpatient Admissions

Here's how account management representatives use inpatient admissions:
  • Conducted prospective reviews to determine the medical necessity of inpatient admissions & outpatient services.
  • Maintained individual case load; monitoring inpatient admissions for timely discharge and appropriate aftercare.

6. Outpatient Services

Here's how account management representatives use outpatient services:
  • Processed clinical information for review to meet medical necessity for inpatient or outpatient services per insurance guidelines.
  • Handled incoming provider calls requesting referrals, hospital admission or outpatient services authorizations.

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7. Authorization Review

Here's how account management representatives use authorization review:
  • Coordinate cases for pre-certification and prior authorization review while managing incoming calls, opening of cases and authorizing sessions.
  • Coordinated cases for pre-certification and prior authorization review.

8. Clinical Review

Here's how account management representatives use clinical review:
  • Generated appropriate medical referral/prior authorizations not requiring clinical review to ensure timely and accurate claim adjudication.
  • Authorize medical services utilizing non-clinical review as based on system protocols.

9. Hire Training

Here's how account management representatives use hire training:
  • Led several new hire training classes and updated online training and reference manuals that were several years out of date.

10. Customer Relations

Here's how account management representatives use customer relations:
  • Developed and maintained positive customer relations and coordinated with various functions within the company that ensured customer requests and questions.
  • Developed and maintained positive customer relations and coordinated sessions with/ to the provider.

11. Account Management

The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.

Here's how account management representatives use account management:
  • Assist in account management to meet revenue requirements Manage customer concerns, and actively participate in customer transactions.
  • Trained Account Management Representatives and Customer Care Associates.

12. Benefit Eligibility

Here's how account management representatives use benefit eligibility:
  • Authorize or deny request for participating providers and single case agreements, based on member s benefit eligibility and medical necessity.
  • Managed electronic faxes and incoming post services claims work and determined contract and benefit eligibility.

13. Medical Management

Medical management helps navigate all facets of health care to improve the quality and outcomes of health care delivery for health, disease, nursing, and case management functions. The goal of medical management is to improve the delivery of all medications, improve patient use, reduce side effects and interactions of drugs, and provide peace of mind to patients as they can be confident that medications are being taken correctly.

Here's how account management representatives use medical management:
  • Contracted medical support personnel under Medical Management (Utilization Review) for the National Accounts / NY Core Division.
  • Served as a liaison between Medical Management and internal departments, providing suggestions to streamline processes.

14. HIPAA

Here's how account management representatives use hipaa:
  • Verified benefits and eligibility in accordance with HIPAA guidelines.
  • Assisted in the orientation and training of new hires, including HIPAA protocols.

15. Inbound Calls

Here's how account management representatives use inbound calls:
  • Answered inbound calls requesting medication prior authorizations.
  • Handled a large volume of inbound calls from medical providers.
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List of account management representative skills to add to your resume

The most important skills for an account management representative resume and required skills for an account management representative to have include:

  • Customer Service
  • Medical Terminology
  • Data Entry
  • Patients
  • Inpatient Admissions
  • Outpatient Services
  • Authorization Review
  • Clinical Review
  • Hire Training
  • Customer Relations
  • Account Management
  • Benefit Eligibility
  • Medical Management
  • HIPAA
  • Inbound Calls
  • Medicaid
  • Hippa
  • Outbound Calls
  • CPT
  • Patient Accounts
  • Plan Certificate
  • Subpoenas
  • HMO
  • EDI
  • Medical Services
  • ICD-9
  • Customer Accounts
  • Payment Arrangements
  • Technical Assistance
  • Insurance Carriers
  • Customer Inquiries
  • Delinquent Accounts
  • Durable Medical Equipment
  • Computer System
  • EOB
  • Customer Issues
  • Medical Procedures
  • Customer Complaints
  • Medical Necessity
  • Sound Judgment
  • Past Due Accounts
  • Telephone Inquiries
  • PowerPoint
  • Insurance Payments
  • Referral Request

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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